RIA Intel›Advisers›California›PACHIRA INVESTMENTS, INC.

PACHIRA INVESTMENTS, INC.

Advisory

N·DANA POINT, CA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM
$344M
1-Year AUM Growth
+15.9%
3-Year CAGR
+4.9%
Employees
3
Assets Under Management
Total AUM$344M
Discretionary AUM$301M
Non-Discretionary AUM$43M
Discretionary %87.5%
Total Clients421
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingSep 5, 2012
Latest FilingMar 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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